How to Merge Duplicate Client Accounts in Arketa
Merging duplicate client accounts in Arketa ensures that all client data, such as purchases and reservations, is consolidated under a single profile. This guide provides step-by-step instructions, highlights special considerations, and answers common questions about the process.
Step-by-Step Guide to Merging Accounts
Access the Client Profile: - Navigate to the Customers → Clients section in your dashboard. - Open the client profile you want to keep as the primary account.
Initiate the Merge: - Click the three dots (more options) under the client’s profile picture. - Select “Merge Client.”
Select the Duplicate Account: - Search for and select the duplicate account you want to merge.
Choose the Primary Email: - Ensure the email address on the primary account is the one you want to keep. The email from the duplicate account will be removed and cannot be reactivated after the merge.
Confirm the Merge: - Review the details and click Merge to finalize the process.
Special Considerations
Email Addresses as Unique Identifiers: - Arketa uses email addresses as unique identifiers for client profiles. If an email is already in use, you may need to temporarily assign a different email (e.g., person+100@email.com) to free up the desired email for the correct profile before merging. - During the merge, the email on the primary account will be retained. Ensure this is the correct email before proceeding.
Active Subscriptions: - Merging may be restricted if one of the profiles has an active subscription and the target account lacks a valid credit card on file. Address these issues before attempting the merge.
Data Consolidation: - Purchases, class reservations, and upcoming reservations will carry over to the primary account. Ensure the correct profile is selected as the primary to retain all necessary data.
FAQs
Can Arketa merge multiple user accounts or login emails into one?
No, Arketa cannot merge multiple user accounts or login emails into a single account. If you have multiple login emails, you can remove one to reduce confusion, but the underlying data across separate accounts cannot be consolidated.
How do I ensure the correct name, email, and phone are kept during a merge?
When merging, select the checkbox on the profile you want to keep as the primary. This ensures that the name, email, and phone from the primary profile are retained, and all other data consolidates under this profile.
Conclusion
Merging duplicate client accounts in Arketa is a straightforward process that helps maintain accurate and consolidated client data. By following the steps outlined above and considering the special scenarios, you can ensure a smooth and effective merge.